Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-191
Closed -$22.6K 211
2024
Q3
$22.6K Sell
191
-39
-17% -$4.62K 0.02% 273
2024
Q2
$31.7K Buy
230
+42
+22% +$5.79K 0.03% 226
2024
Q1
$21.5K Buy
188
+1
+0.5% +$114 0.02% 271
2023
Q4
$14.3K Buy
+187
New +$14.3K 0.01% 291